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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$42.7M
2
ADL
Asset Dedication LLC
California
$8.41M
3
BTI
Blue Trust Inc
Georgia
$6.88M
4
SC
Sepio Capital
Utah
$5.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
LPL Financial
LPL Financial
California
$79.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$758K
4
Bank of America
Bank of America
North Carolina
$300M
5
Morgan Stanley
Morgan Stanley
New York
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
701
Williams Financial
Vermont
– -$8.48M -95,266 Closed
CW
702
CreativeOne Wealth
Kansas
– -$8.03M -90,168 Closed
OWA
703
One Wealth Advisors
California
– -$7.31M -82,129 Closed
AI
704
Atria Investments
North Carolina
– -$6.59M -73,967 Closed
PFA
705
Pettinga Financial Advisors
Indiana
– -$5.88M -66,010 Closed
CIAS
706
CFS Investment Advisory Services
New Jersey
– -$5.18M -58,160 Closed
SFS
707
Security Financial Services
Indiana
– -$5.12M -57,504 Closed
HGWM
708
Horst & Graben Wealth Management
Oregon
– -$4.88M -54,821 Closed
HFA
709
High Falls Advisors
New York
– -$4.88M -54,764 Closed
SHJ
710
Sharkey, Howes & Javer
Colorado
– -$4.49M -50,400 Closed
WWG
711
West Wealth Group
California
– -$4.33M -48,657 Closed
SW
712
SteelPeak Wealth
California
– -$4.13M -46,401 Closed
FIA
713
Foundations Investment Advisors
Arizona
– -$3.8M -43,081 Closed
PFG
714
PAX Financial Group
Texas
– -$3.73M -41,930 Closed
APW
715
Austin Private Wealth
Texas
– -$3.69M -41,491 Closed
SHIM
716
Stone House Investment Management
Pennsylvania
– -$3.65M -40,957 Closed
HPC
717
Hobart Private Capital
North Carolina
– -$3.33M -37,367 Closed
SA
718
Scarborough Advisors
Maryland
– -$3.22M -36,131 Closed
TSA
719
Tri-Star Advisors
Texas
– -$2.99M -33,199 Closed
MFG
720
Merit Financial Group
Georgia
– -$2.81M -31,601 Closed
BWP
721
Bernardo Wealth Planning
Pennsylvania
– -$2.51M -28,193 Closed
LWM
722
Liberty Wealth Management
California
– -$2.45M -27,548 Closed
SG
723
StoneX Group
New York
– -$2.41M -27,050 Closed
NFG
724
Northeast Financial Group
Pennsylvania
– -$2.27M -25,494 Closed
VHAM
725
Van Hulzen Asset Management
California
– -$2.27M -25,477 Closed
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